Nate Elisha
Investment adviser representative at RBC Securities, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- RBC Securities, IncJan 2025 to now
- City National Securities, Inc.Dec 2024 to now
- J.P. Morgan Securities LLCJun 2022 to Nov 2024
- JPMorgan Chase Bank, N.A.Jun 2022 to Nov 2024
- City National Securities, IncJan 2020 to Jun 2022
- City National BankFeb 2014 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
RBC Securities, Inc.
$1.5BAssets managed
1,451Clients
123Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5772009
- Firm CRD
- 103705